Description. We are seeking a highly skilled and experienced Certified Public Accountant (CPA) with a minimum of 3 years of experience, including public accounting, to join our finance team as the Assistant Vice President (AVP), Finance. This role is responsible for managing critical financial processes, driving business process improvements, and working cross-functionally with Sales and Operations teams. The AVP, Finance, will play a key role in...
Description. Dynasty Financial Partners is seeking an individual to join the firm on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM’s job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic advisor to t...
Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM's job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic...
The Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the advisory services arm of the business. RESPONSIBILITIES. Contribute to sourcing and research for pri...
Description. This role is based in Dynasty’s Headquarters in St. Petersburg, FL. Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financi...
Description. We are seeking a motivated, self-starting individual to join our firm as an Associate, Advisory Billing Platform Operations. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to Dynasty’s VP- Billing Supervisor and is an in-office position in downto...
Job Description. Job Description. Description. We are seeking a highly skilled Technology and Operations Specialist with expertise in teaching financial advisors how to operate their business using core technology solutions. This role will serve within one of our Network Partner offices and ideally bring experience working within a Registered Investment Advisor (RIA) environment. This person will be responsible for clearly communicating and educa...
Who We Are. Dynasty Financial Partners, a leading business services and technology provider in the wealth management industry for independent financial advisors, is looking for a Sr. Associate, Events & Marketing Manager, to join the Marketing & Community Events team. Headquartered in St. Petersburg, FL, our mission is to help our Network of independent financial advisors achieve their entrepreneurial dream of building a more successful business ...
Job Description. Job Description. Description. Dynasty Financial Partners, a leading advocate in the wealth management industry for independent financial advisors, is looking for Marketing Strategist to join the Network Partner Marketing team. Headquartered in St. Petersburg, FL, our mission is to help our network of advisors achieve their entrepreneurial dreams of building a more successful enterprise defined by their ability to deliver high-qua...
Job Description. Job Description. Description. The Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the investment management arm of the business. RESPONSIBI...
Who We Are. Dynasty Financial Partners, a leading business services and technology provider in the wealth management industry for independent financial advisors, is looking for a Sr. Associate, Events & Marketing Manager, to join the Marketing & Community Events team. Headquartered in St. Petersburg, FL, our mission is to help our Network of independent financial advisors achieve their entrepreneurial dream of building a more successful business ...
Job Description. Job Description. Description. The Transitions Manager be responsible for supporting the Transition Services team. The role will be integral to the continued success and growth of Dynasty Financial Partners and will be involved in many of the day-to-day issues necessary to keep the team operating effectively and efficiently. The candidate will have the opportunity to learn all aspects of Dynasty’s business and specifically around ...
